Marion Wealth Management First Tr Pfd Secs & Income ETF Transaction History
Marion Wealth Management
- $375 Million
- Q4 2024
A detailed history of Marion Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Marion Wealth Management holds 324,214 shares of FPE stock, worth $5.75 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
324,214
Previous 311,810
3.98%
Holding current value
$5.75 Million
Previous $5.64 Million
1.68%
% of portfolio
1.53%
Previous 1.51%
Shares
5 transactions
Others Institutions Holding FPE
# of Institutions
451Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$864 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$293 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$226 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$210 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$172 Million0.04% of portfolio